IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,635
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$14.3M
3
+$13M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.21M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$7.3M

Top Sells

1
+$18.9M
2
+$18.4M
3
+$17.6M
4
IYR icon
iShares US Real Estate ETF
IYR
+$11.1M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$7.42M

Sector Composition

1 Technology 8.47%
2 Financials 4.06%
3 Consumer Discretionary 3.84%
4 Healthcare 3.13%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$89.8K ﹤0.01%
517
-65
1352
$89.5K ﹤0.01%
2,035
-117
1353
$89.4K ﹤0.01%
5,353
+51
1354
$89.2K ﹤0.01%
2,954
1355
$88.9K ﹤0.01%
1,531
+216
1356
$88.8K ﹤0.01%
1,418
+176
1357
$88.7K ﹤0.01%
1,538
-141
1358
$88.6K ﹤0.01%
+3,550
1359
$88.4K ﹤0.01%
3,276
-103
1360
$88.2K ﹤0.01%
2,506
-27,958
1361
$88K ﹤0.01%
2,196
-1,099
1362
$87.8K ﹤0.01%
4,036
-5,239
1363
$87.7K ﹤0.01%
4,752
-1,280
1364
$87.7K ﹤0.01%
2,744
+1,411
1365
$87.7K ﹤0.01%
435
+2
1366
$87.7K ﹤0.01%
1,366
-481
1367
$87.4K ﹤0.01%
2,042
-1,255
1368
$87.3K ﹤0.01%
886
-82
1369
$87.1K ﹤0.01%
2,754
-2,170
1370
$86.8K ﹤0.01%
2,997
-3,227
1371
$86.7K ﹤0.01%
931
+2
1372
$86.7K ﹤0.01%
6,255
+6,181
1373
$86.7K ﹤0.01%
1,346
-13
1374
$86.5K ﹤0.01%
3,445
-1,469
1375
$86.4K ﹤0.01%
1,696
+988
53 54
55
56 57